WHAT'S NEW?

FINANCIAL MARKET COURSES

Private Banking & Wealth Management – Structured Products

Structured products have many uses as a financial planning tool for high net worth individuals (HNWIs). The development and increased popularity of these products has been one of the prominent features of the private banking and wealth management industry in recent years, and most wealth advisers now offer a wide range of structured products.

 

This course looks at the various features, types, and applications of structured products. It describes how they are usually designed to enhance returns that investors receive on deposits, and how they can be developed to offer full or a high percentage of capital protection, limiting the downside risk of investing in equities or other volatile asset classes.

  • OBJECTIVES

    On completion of this course, you will be able to:

    Outline the history and development of the structured products market

    Understand the basic option concepts required for a proper understanding of structured products  Describe how capital (principal) protected products are structured

    Explain how capital-at-risk products can offer investors significant yield enhancement opportunities

    Describe the potential applications and risks associated with structured products

  • COURSE OUTLINE

    Topic 1: Overview of Structured Products

    What are Structured Products?

    History

    The Market Today

    Categories

    o Capital Protected

    o Partially Capital Protected

    o Capital-at-Risk

    General Structure

    o Time Horizon

    o Underlying Investment Vehicle

    o Assets

    Investment Vehicles

    o Deposits

    o Notes

    Topic 2: Some Option Basics

    Option Fundamentals

    Option Mechanics

    Basic Option Strategies and Payoffs

    o Call Option

    o Put Option

    o Combinations of Basic Option Strategies

    Exotics

    o Auto Call

    o Basket

    o Best-Of

    o Cliquet

    o Digital

    o Everest

    o Himalaya

    o Kicker

    o Knock-out / Knock-In

    o Ladder

    o Rainbow

    Topic 3: Capital Protected Products

    Components

    o Capital Protection

    o Growth Potential

    Structuring

    Partially Capital Protected Products

    Topic 4: Capital-at-Risk Products

    Reverse Convertible Notes

    Discount Certificates

    Topic 5: Applications & Risks

    Applications

    o Diversification

    o Hedging

    o Investment Strategies

    Risks

    o Limited Principal Protection

    o Limited Upside

    o Loss of Dividend Income

    o Returns

    o Credit Risk

    o Liquidity

    o Comparison

  • PREREQUISITE KNOWLEDGE

  • ESTIMATED COMPLETED TIME

    75 Minutes

Next Course

VIEW COURSE

INTERMEDIATE

Support

Accreditations

General: info@intuition.com

Accounts: ar@intuition.com

http://support.intuition.com

Intuition engages with over 30 accreditation bodies to ensure Know-How can be used for CPE credits. If your organization needs CPE from a body not listed below, contact us and we will endeavour to have them included.

© Copyright 2016 by Intuition. All Rights Reserved.